GWA

Guidant Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 0.85%
This Quarter Est. Return
1 Year Est. Return
+0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.36M
3
+$1.11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$857K
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$270K

Top Sells

1
+$761K
2
+$536K
3
+$438K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$206K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K

Sector Composition

1 Financials 3.01%
2 Healthcare 0.88%
3 Technology 0.59%
4 Communication Services 0.47%
5 Utilities 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$118K 0.05%
2,534
52
$117K 0.05%
500
53
$116K 0.05%
305
54
$116K 0.05%
1,267
55
$112K 0.05%
2,092
+11
56
$109K 0.05%
689
57
$103K 0.04%
2,246
58
$102K 0.04%
878
+1
59
$102K 0.04%
1,229
+16
60
$102K 0.04%
1,691
61
$97K 0.04%
3,993
62
$96K 0.04%
1,261
63
$90K 0.04%
1,325
64
$89K 0.04%
1,076
65
$88K 0.04%
1,029
+288
66
$83K 0.03%
1,152
67
$79K 0.03%
2,271
68
$78K 0.03%
165
-3
69
$73K 0.03%
523
+8
70
$69K 0.03%
1,318
71
$69K 0.03%
2,489
+6
72
$64K 0.03%
561
73
$62K 0.03%
358
74
$62K 0.03%
644
75
$62K 0.03%
+6,000
1 2
3
4 5